Date post: | 16-Apr-2017 |
Category: |
Technology |
Upload: | brightgenss |
View: | 187 times |
Download: | 3 times |
Agenda
• Salesforce Winter 17 Release • Lightning Experience • Account Contact Relationships • Campaign Influence • Service Cloud • Communities • Chatter • Files • Salesforce1 • Platform • Dreamforce • Q&A
Lightning Experience
Navigation
App Launcher
Apps
• Classic apps work as-is in Lightning • Can’t use Lightning Page tabs • Upgrade to Lightning App • Creates a copy of the App • Lightning and Classic independent versions • Changes to one don’t affect the other
Record View/Create
Field Level Help
Save and New button
Record Detail Section
Open/close state persisted
Popups
Search
Suggestions from multiple sobject types
Choose which full
search to run
All searches go to Top
Results page
Assistant
Take action direct from assistant
Dismiss recommendations that aren’t relevant
• Create task • Create event • Edit opportunity • Send an email
Lightning Experience - Analytics
• Filter reports by role hierarchy • Filter reports by relative dates • Filters preserved when drilling to report from dashboard • Add tables to dashboards
Lightning Experience - Charts
Lightning Experience - Other
• Identify and merge duplicate leads • Add products with schedules to opportunities • Contract support • Quotes support • Edit opportunity probability field
Account Contact Relationships
Account Contacts Relationship
• Indirectly relate person accounts to business accounts • Triggers for Account Contact Relationship Object • Validation rules for Account Contact Relationship Object • Relationship View
Campaign Influence
Customizable Campaign Influence
• Default is 100% to primary campaign on opportunity • Create custom influence models • See which campaigns influenced opportunity • See how many opportunities a campaign generates
Service Cloud
Knowledge
• Now supported in Professional Edition • Article search results display snippets • Access articles/data categories via API
Omni-Channel
• Route live agent chats with omni-channel • Instead of skills select Omni as the routing type • Omni-channel notifies agents • Some chat settings move to omni-channel • Some limitations – see the release notes
Live Agent
• Agent alert added to chat timeout • Agent gets heads up that chat will end soon • Default agent alert after 40 seconds • Default end chat after 100 seconds • Applies to all chats, even if routed through omni-channel
Case Feed
• Change case owner using quick action (LEX/SF1) or macro (classic) • Default email templates in LEX/SF1 • Attach files to emails in LEX • View email attachments in LEX • Collapsible CC and BCC fields
Communities
Lightning Bolt
• Build template (theme, CSS, pages etc) • Export • Use as base for new community • Appears as template in community wizard
Page-Specific Community Access
• Fine grained control over public access • Respect community settings • Make page public regardless of community settings • Make page private regardless of community settings
Napili Template
• Renamed Customer Service (Napili) • Supports more objects • Activity History, Dashboards, Email Messages, External Objects, Products, Reports, Shared Contacts and more • Play videos directly in feed
Communities - Other
• Field level help (as per LEX) • Questions in account, group, user and case feeds • Rich content/code snippets in comments and answers • Inline images in comments/answers • Likes on comments/answers
Communities - Management
• Community management moderation page • Allow external users to moderate • Pre-moderation is GA • and available for comments • Moderate record feeds • Mark as spam and leave a note
Chatter
Group Wizard (LEX)
Chatter - Other
• ‘Feed’ renamed to ‘Chatter’ in LEX • Group feed is real time • Announcements email all members, regardless of settings • Questions in account, group, profile and case feeds • Live comments in LEX
Chatter - LEX
• Mute feed post from detail view • Play videos directly in feed • See full list of people who liked post • Edit posts and comments • See view counts on posts • Hover name to see mini profile
Files
Files - LEX
• Attach up to 10 files to a feed post • Add or remove files when editing posts • When creating Lightning app, icon is a custom file which supports • Versions • Previews • Sharing rules
Salesforce1
Mobile Browser Requirements
• Android 4.4 or later, Chrome/Good Browser • iOS 9.2 or later, Safari/Good Browser (Spring 17 requires iOS 10) • Windows 10, Edge • Windows 8.1, IE11 • Until Dec 17, 2017 • End of support for Blackberry
Device Testing
• Android • Google Nexus/Samsung Galaxy hardware • iOS • iPhone 5S/C and up • iPad Air / Air 2 / Mini 4 / Pro
http://sforce.co/2e4d1UG
Salesforce1 - Other
• Send SMS messages • Change record types • Edit opportunity probability field • Add quotes to opportunities • Add products with schedules to opportunities • Add multiple influential campaigns to opportunities
Salesforce1 - Other
• Contracts support • Activate, submit for approval, change owner and clone • Legacy charts replaced with enhanced charts • Can revert to legacy until Spring 17 when legacy retires • More dashboard metrics on a single page • Post snapshot of enhanced chart to chatter
Platform
Setup
• Use Global Search instead of Quick Find in LEX to find specific setup records • App Manager (LEX) – manage all apps from a single place • Assign custom record pages to different apps (LEX) • Click to refresh list of lightning components in app builder • Report charts now responsive (LEX/SF1)
Process Builder
• Invocable Processes • May be called from other processes • Re-use common process elements • Define as starting ‘Invoked by another process’ • Access owner fields, User or Queue
Global Picklists
• Now Generally Available • Create and manage in LEX/Classic • Use in dependent picklists • Replace values • Switch between single/multi-select
Platform - Other
• Deactivate values in picklists • Doesn’t change existing data • Stops users from selecting the value • Launch a lightning component from an action • Make the app launcher your home page (LEX) • Quick deployments can be validated 10 days in advance (was 4)
Retiring
• Import my accounts and contacts wizard • Use data import wizard instead • Desktop CTI retires in Spring 17 • Chatter answers retires in Winter 18 • Use chatter questions
More information
• sforce.co/2cwjso9 • Release notes • Training • Feature videos
Dreamforce
• Einstein - sforce.co/2e5qPDL • Quip - http://bit.ly/J7fxt8 • Krux - bit.ly/2efBgUP • SalesforceDX – sforce.co/2duS9rb
Questions?
Contact Us
• www.brightgen.com • [email protected] • 01376 519888 • @brightgen • facebook.com/brightgen